System Configuration

System Configuration

Available to: Super Admin only

Configuration allows you to set up master data used throughout the system.

Accessing Configuration

Click Configuration in the sidebar to see all configuration options.

Configuration Modules

Insurance Companies

Manage insurance companies you work with.

To add:

1. Go to Configuration → Insurance Companies
2. Click Create
3. Enter company details (name, code, contact info)
4. Click Save

Insurance Company Offices

Manage branch offices of insurance companies.

To add:

1. Go to Configuration → Insurance Company Offices
2. Click Create
3. Select insurance company
4. Enter office name and location
5. Click Save

Company Offices

Your company’s office locations.

To add:

1. Go to Configuration → Company Offices
2. Click Create
3. Enter office name, code, and location
4. Click Save

Claim Types

Types of insurance claims (Motor, Fire, Marine, etc.).

To add:

1. Go to Configuration → Claim Types
2. Click Create
3. Enter full name, code, and description
4. Click Save

Locations

Geographic locations (districts/cities) for claims.

To add:

1. Go to Configuration → Locations
2. Click Create
3. Enter district name, state, country
4. Add coordinates for map (optional)
5. Click Save

Financial Years

Fiscal years for organizing cases (April 1 - March 31).

To add:

1. Go to Configuration → Financial Years
2. Click Create
3. Enter year name, code, start and end dates
4. Mark as active if current year
5. Click Save

Note: Only one financial year should be active at a time.

Status Management

Case statuses (New, Pending, In Progress, Completed, etc.).

To add:

1. Go to Configuration → Status Management
2. Click Create
3. Enter status name and description
4. Set order number (for sequencing)
5. Choose color
6. Click Save

Department Management

Organizational departments.

To add:

1. Go to Configuration → Department Management
2. Click Create
3. Enter department name and code
4. Click Save

Deadline Configuration

Automatic deadline rules for claim types.

To add:

1. Go to Configuration → Deadline Configuration
2. Click Create
3. Select claim type
4. Enter number of days to complete
5. Set severity level
6. Click Save

When you create a case, the system calculates the deadline automatically.

Configuration Tips

Codes: Use short, consistent codes (3-5 characters, uppercase)

• Good: ICICI, MOT, DELH
• Bad: IC, motor123, delhi

Reference Numbers: Case reference numbers are built from these codes: COMPANY/INSURER/OFFICE/TYPE/LOCATION/YEAR/SEQUENCE

If reference numbers look wrong, check codes in:

• Company Offices
• Insurance Companies
• Claim Types
• Financial Years

Changes: Configuration changes affect existing dropdown menus immediately. Test carefully before making changes.

Deleting: Mark items as inactive instead of deleting to preserve historical data.